See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,506 | $110,094-55.0% | $151,611-67.3% | $68,494-27.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.44% | -10.12%-7.3pp | 3.33%-20.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,458 | $4,471-67.4% | $6,166-76.3% | $2,596-43.8% |
| Participant deferral / active EE | $5,724 | $6,527-12.3% | $8,363-31.6% | $4,027+42.1% |
| Admin fee / account holder | $6,411 | $7,719-16.9% | $11,616-44.8% | $5,403+18.7% |